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Leala Ruangtragool

Csp Financial Group LLC

Villa Park, CA

Scottsdale, AZ

CRD 8251289

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Employer firm

Csp Financial Group LLC CRD 310819

$119M regulatory AUM 751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars
  • PORTFOLIO ANALYSIS (MRI) SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Csp Financial Group Llc

14300 North Northsight Blvd Suite 120, Scottsdale, AZ 85260 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-10
  • CA RA
    APPROVED
    Since 2026-04-10

Branch Locations

Villa Park, CA • United States

14300 North Northsight Blvd Suite 120, Scottsdale, AZ 85260 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Thai Ventures 002, Llc Irvine CA 07/2020 Present
Public Health Institute Oakland CA 07/2016 02/2017
Leala Ruangtragool, Sole Proprietor Irvine CA 03/2017 06/2020
Csp Financial Group, Llc Scottsdale AZ 04/2026 Present
  • 07/2020 → Present
    Thai Ventures 002, Llc
    Irvine, CA
  • 07/2016 → 02/2017
    Public Health Institute
    Oakland, CA
  • 03/2017 → 06/2020
    Leala Ruangtragool, Sole Proprietor
    Irvine, CA
  • 04/2026 → Present
    Scottsdale, AZ
Other Businesses

(1) Thai Ventures 002, LLC; No; Irvine, CA; Restaurant; Manager; 07/2020; 60/ HRS MO; 40/ HRS MO

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-07
  • S65 Uniform Investment Adviser Law Examination
    2026-04-07

View on SEC IAPD

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